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Disclosery

Kinetic Partners Management, LP: LPX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kinetic Partners Management, LP on LPX, newest first. How the timeline and the estimate are built.

Kinetic Partners Management, LP held 133,395 LPX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,395 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $10,492,851.

    13F-HR 0001172661-26-003816 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 133,395 shares
    Change vs previous 13F -314,400 shares

    0.54% of the 13F portfolio, value $9,704,486.

    13F-HR 0001172661-26-002338 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 447,795 shares
    Change vs previous 13F -403,000 shares

    1.75% of the 13F portfolio, value $36,163,924.

    13F-HR 0001172661-26-001121 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 850,795 shares
    Change vs previous 13F 0 shares

    3.66% of the 13F portfolio, value $75,584,628.

    13F-HR 0001172661-25-005040 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 850,795 shares
    Change vs previous 13F -242,260 shares

    4% of the 13F portfolio, value $73,159,862.

    13F-HR 0001172661-25-003493 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,093,055 shares
    Change vs previous 13F +164,643 shares

    7.21% of the 13F portfolio, value $100,539,199.

    13F-HR 0001172661-25-002350 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 928,412 shares
    Change vs previous 13F +37,795 shares

    6.33% of the 13F portfolio, value $96,137,063.

    13F-HR 0001172661-25-001171 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 890,617 shares
    Change vs previous 13F not available

    6.64% of the 13F portfolio, value $95,705,703.

    13F-HR 0001172661-24-005217 filed by Kinetic Partners Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).